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Our Team

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Mike is a CIMA® and committed community volunteer.

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J. Michael Grenon, CIMA®

Principal, Vice President

Kevin is the company’s President and enjoys unwinding by the fireplace with family and friends.

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Kevin T. Grimes, CFA, CFP®

President, Chief Investment Officer

Molly has been to over 20 national parks.

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Molly F. Grimes

Financial Planner

Tom is a CFP® and dedicated golfer.

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Thomas A. Grimes, CFP®

Principal, Vice President

Tim is the firm's founder and avid seaglass collector.

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Timothy J. Grimes

Founder

Todd is a CFP®, a competitor and problem solver.

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Todd A. Herman, CFP®, AIF®

Financial Advisor

Adam is a CFA, CFP® and constantly humbled golfer.

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Adam R. Jacobs, CFA, CFP®

Vice President

Outside of the office, Ben enjoys golfing and skiing with friends and family.

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Benjamin Jette

Performance and Research Associate

Karrie loves animals and owns a farm with horses, turkeys, and chickens.

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Karrie A. Johnston

Client Service Associate

Samantha enjoys seeing Broadway shows with her two daughters.

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Samantha C. Kallio

Client Service Manager

Karen is a CFP® and has climbed Mt. Kilimanjaro twice.

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Karen Kelly, CFP®

Financial Advisor

Jordan is a CFP®, dad, husband and fly fisherman.

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Jordan A. Letendre, CFP®

Financial Advisor

Laurie is a Financial Paraplanner Qualified Professional™ and soap maker.

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Laurie D. Littlefield, FPQP™

Senior Client Service Manager

Karen enjoys running and hiking with her Golden Retriever.

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Karen E. McAuliffe

Administrative Coordinator, Service Associate

Cheryl enjoys trips to the beach, playing cribbage and shooting trap.

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Cheryl A. McNally

Systems Administrator

Melissa enjoys spending time with her family and kayaking on Lake Chaubunagungamuag (Webster Lake).

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Melissa M. Monti

Client Service Associate

Our process: Part art. Part science. All about you.

  1. 01.
    Share Info
  2. 02.
    Develop Plan
  3. 03.
    Build Portfolio
  4. 04.
    Actively Manage
  5. 05.
    Review & Revise
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